A detailed history of Westshore Wealth, LLC transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Westshore Wealth, LLC holds 3,394 shares of AGG stock, worth $329,082. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,394
Previous 3,388 0.18%
Holding current value
$329,082
Previous $328,000 4.57%
% of portfolio
0.14%
Previous 0.14%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$96.25 - $101.98 $577 - $611
6 Added 0.18%
3,394 $343,000
Q2 2024

Oct 31, 2024

SELL
$95.11 - $97.92 $267,924 - $275,840
-2,817 Reduced 45.4%
3,388 $328,000
Q1 2024

Oct 31, 2024

BUY
$96.75 - $99.37 $295,861 - $303,873
3,058 Added 97.17%
6,205 $607,000
Q4 2023

Feb 15, 2024

SELL
$91.67 - $99.66 $3,483 - $3,787
-38 Reduced 1.19%
3,147 $312,000
Q3 2023

Feb 15, 2024

SELL
$93.85 - $98.43 $80,054 - $83,960
-853 Reduced 21.12%
3,185 $299,000
Q2 2023

Sep 05, 2023

SELL
$97.49 - $100.53 $146,917 - $151,498
-1,507 Reduced 27.18%
4,038 $395,000
Q1 2023

May 12, 2023

SELL
$96.32 - $100.79 $13,966 - $14,614
-145 Reduced 2.55%
5,545 $552,000
Q4 2022

Feb 14, 2023

SELL
$93.63 - $99.69 $37,358 - $39,776
-399 Reduced 6.55%
5,690 $551,000
Q3 2022

Nov 02, 2022

BUY
$95.54 - $104.23 $25,604 - $27,933
268 Added 4.6%
6,089 $587,000
Q2 2022

Jul 15, 2022

BUY
$99.01 - $106.84 $228,218 - $246,266
2,305 Added 65.56%
5,821 $592,000
Q1 2022

May 10, 2022

SELL
$106.1 - $113.3 $73,845 - $78,856
-696 Reduced 16.52%
3,516 $377,000
Q4 2021

Feb 17, 2022

SELL
$113.45 - $115.33 $30,064 - $30,562
-265 Reduced 5.92%
4,212 $481,000
Q3 2021

Nov 16, 2021

BUY
$114.77 - $116.58 $17,789 - $18,069
155 Added 3.59%
4,477 $514,000
Q2 2021

Aug 19, 2021

BUY
$113.78 - $115.33 $152,692 - $154,772
1,342 Added 45.03%
4,322 $498,000
Q1 2021

May 14, 2021

BUY
$113.42 - $118.04 $337,991 - $351,759
2,980 New
2,980 $339,000

Others Institutions Holding AGG

About ISHARES CORE U.S. AGGREGATE BO


  • Ticker AGG
  • Sector ETFs
  • Industry ETFs
More about AGG
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